Recognition we’re proud to share.
We’re driven by a desire to help our clients succeed, and are proud when others acknowledge that success.
MGWM has been named one of America’s Top Wealth Advisors by Forbes for 2017. We are one of 250 advisors nationally to earn the recognition, and one of only three based in MN.
Note:Ranking is based on quality of practice learned through telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.
MGWM named to the Barron’s Top 1,200 Financial Advisors in America and Top 24 in Minnesota.
2010 – 2017
Note: Barron’s names the top financial advisors in the industry, who represent high levels of ethical standards, professionalism and success. Quantitative and qualitative criteria are employed, such as industry experience, regulatory records, client retention, customer satisfaction, assets under management, revenue and philanthropic work.
In 2016, MGWM was named by Minneapolis/St. Paul Business Journal as one of the fastest growing companies in the Twin Cities.
Marks Group Wealth Management was recognized in 2013, 2015 and 2016 as one of Financial Times Top 400 Financial Advisors in America.
2015 Financial Times Top Financial Advisors minimum criteria: Financial advisors managing at least $200 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility.
In 2013, John Feste was honored by Minneapolis/St. Paul Business Journal in their “40 under 40” list, an annual celebration of the Twin Cities’ emerging business and civic leaders.
Marks Group Wealth Management has been recognized as one of the top wealth managers in Minnesota by the National Association of Board Certified Advisory Practices (NABCAP).
- 2011 – 2014
Award based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy, among other factors with additional emphasis placed on risk management, financial planning, customer service, client education, experience and credentials.
Marks Group Wealth Management has been recognized as a FIVE STAR Wealth Manager—an elite group representing less than 5 percent of wealth managers in the Twin Cities.
- 2012 – 2014
2012-2014 award based on 10 objective criteria associated with providing quality services to clients, such as credentials, experience; and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, and 2014 Five Star Wealth Managers.
Marks Group Wealth Management was recognized as the “Best Investment Firm” in Minnetonka and Deephaven as part of the Sun Sailor’s 2015, 2016 and 2017 Readers’ Choice Awards.
Winner’s selected based on popular vote from Sun Media reader’s during the summer of that year.
MGWM was recognized as one of America’s Top 100 Independent Financial Advisors.
- 2009 – 2011
The annual Registered Rep. Top 100 IBD financial advisor list was spearheaded by Discovery, an online database of financial service intermediaries published by the Financial Information Group of Shrewsburry, N.J. Discovery has created a proprietary methodology for ranking FINRA registered representatives. In this list, the advisors were ranked by assets under management using the Discovery-RR database system. Discovery maintains data on the registered rep universe then validates the ranking via direct survey.
Marks Group Wealth Management was recognized as one of the Minneapolis/St. Paul Business Journal’s Top Wealth Management Firms for 2016.
Metro-area firms ranked by total assets managed.
We’d like to hear from you
Toll Free: 888-582-6124
4350 Baker Road, Suite 245
Minnetonka, MN 55343